For UK earners, landlords, and self—employed people who hate tax admin
A personal trainer for your tax.
You still do the work — but you’re never on your own. TaxHalo tracks what you earn and spend, shows what you’re likely to owe, and coaches you through exactly what to do next — so you turn up prepared long before the 31 January deadline. Clear, plain English guidance, with full control at every step.
No accountancy degree required. No jargon. Just a coach in your corner and a clear picture of where you stand.
- Designed specifically for UK tax rules
- Security and privacy built in from day one
- Plain language that keeps you away from costly mistakes
- Clear next stepssimple guidance, no jargon
- Deadline-ready reminders and to do lists tailored to you
- Secure by designencrypted, UK stored data
- Built for UK tax rulesno generic templates
Made for your situation
Jump straight into what applies to you
TaxHalo is built around your situation.
TaxHalo asks a few quick questions and sets up deadlines, categories, and reminders around your income and life — not someone else’s.
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I earn over £100,000
Avoid £100k+ allowance surprises
- Spot when income crosses £100,000.
- See the impact early and consider adjustments.
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I rent out property
Keep property records clean
- Track rent and expenses per property
- Get prompts for common deductions
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I have more than one job
Catch PAYE issues early
- Combine earnings across all employments
- Highlight unusual PAYE/tax-codes
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I’m self-employed or freelance
Stay organised without admin pain.
- Sort income and expenses into tax-ready categories
- Check if you need to file on GOV.UK →
See how simple your tax return can be
TaxHalo walks you through each step with plain English and realtime calculations.
Always know what you owe
Get a live tax estimate based on real UK rates, clearly flagged when anything’s missing. No guessing. No last minute panic.
Effortless record keeping
Add income and expenses by typing, importing spreadsheets, or connecting your bank
Snap receipts and payslips — TaxHalo extracts the numbers for you
MTD ready records for quarterly updates, automatically
Better than doing it alone
Guided step by step support, live estimates, receipt scanning, deadline reminders, and plain English explanations — from £0/month.
Up and running fast
1. Tell us about your situation
2. Add what you earn and spend
3. Follow one clear to do list
Bring your own tools and AI agents
Give your own scripts and AI assistants secure access to your workspace with scoped API keys you create — and revoke — whenever you like.
They can read and organise your records, always within the permissions you grant. They can never file to HMRC without you.
Everything you need. Nothing you don’t.
Most accounting software is built around bookkeeping workflows. TaxHalo is built around the moments people actually get stuck: what counts, what is due, what is missing, and what to do next.
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Add what you earn and spend in seconds
Type it in or import from a spreadsheet. TaxHalo suggests the right category, remembers your preferences, and talks you through anything unusual. No bookkeeping knowledge required.
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Always know what you’re likely to owe
A running estimate based on real UK tax rates — clearly marked if anything is missing. No guessing. No last-minute panic when the bill arrives.
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Be ready when HMRC asks
Your records, neatly organised and ready to share. A simple to-do list shows what is done and what still needs attention, with a plain-English explanation of why each item matters.
TaxHalo is the better choice
See how TaxHalo compares with doing it yourself on the HMRC portal or handing the whole process off to an accountant.
| Feature | TaxHalo | HMRC portal | Accountant |
|---|---|---|---|
| Guided step-by-step | Yes | No | Varies |
| Live tax estimate | Yes | No | Varies |
| Receipt scanning (OCR) | Yes | No | Varies |
| Deadline reminders | Yes | No | Yes |
| HMRC expense categories | Yes | Yes | Yes |
| MTD quarterly updates | Yes | Varies | Yes |
| Plain-English guidance | Yes | No | Yes |
| Cost | From £0/mo | Free | £250–£1,000+ |
Guidance, not advice
Think of us as your personal trainer for tax.
A good trainer doesn’t lift the weights for you. They give you the plan, check your form, and keep you turning up. TaxHalo does the same for your tax: we can’t file it for you, but we’ll show you exactly what to do, in what order, and make sure nothing sneaks up on you before 31 January.
You stay in control at every step — review, change, or override anything. Nothing is sent anywhere without you seeing it first.
Up and running in under 5 minutes.
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Tell us about your situation
Answer a few quick questions — nothing complicated. TaxHalo uses your answers to set up the right deadlines, categories, and reminders for you specifically. Not for a generic “typical user”.
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Add what you earn and spend
Type in what comes in and what goes out, or import it from a spreadsheet. TaxHalo suggests the right category and flags anything that looks unusual. You stay in control at every step.
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Follow your plan, one step at a time
Your coach turns everything into one clear plan: what is missing, what is coming up, and what to do right now. No more lying awake wondering whether you’ve missed something important.
Questions? We’ve got you.
Do I need to know anything about tax to use TaxHalo?
No. TaxHalo is designed for people who are not tax experts. Every step is explained in plain language and we only ask for what we actually need. If a term matters, we explain it — no assumed knowledge, ever.
Is TaxHalo run by accountants?
No. TaxHalo is software that helps you understand and manage your own tax — it does not give legal or financial advice. Think of it as a personal trainer for your tax: it gives you the plan and checks your form, but you do the work and stay in control.
Can I check and change things myself?
Yes, always. Guidance is on by default but you are in full control. You can review, override, or edit anything at any time. Nothing gets sent anywhere without you seeing it first.
What happens to my data?
Your data is encrypted, access-controlled, and stored in the UK. You can see exactly who has access to your account and change it at any time. We do not sell your data or share it with third parties.
Can I track multiple rental properties?
Yes. TaxHalo lets you add as many UK or overseas rental properties as you need. Income and expenses are allocated per property, and reports give you a per-property as well as aggregate view.
Does TaxHalo handle foreign rental income?
It supports tracking foreign rental properties with jurisdiction labels. You’ll get prompts for common allowable deductions and the right HMRC category for each one.
What deductible expenses does TaxHalo suggest?
Common deductions like repairs and maintenance, letting agent fees, insurance, mortgage interest, and service charges are prompted automatically based on the property details you provide.
What are HMRC’s new digital record-keeping rules?
HMRC is requiring more people to keep digital records of their income and send updates more regularly — not just once a year at the end of January. TaxHalo keeps you ready for this automatically. Read the official guidance on GOV.UK →
Can I import my bank transactions?
Yes. You can import transactions from a CSV file on every plan. Connecting your bank securely through Open Banking starts on Essentials, which includes up to 2 bank connections; Growth and above have no limit. Bank feeds are not included on the Free plan. TaxHalo will suggest categories automatically.
I'm a builder or tradesperson — do deductions get tracked?
Yes. If your payments have tax withheld at source — common in construction and contracting — TaxHalo records those deductions alongside your income so you can see at a glance how much has been withheld and factor it into your tax estimate.
Why does my tax-free allowance disappear above £100,000?
HMRC reduces your personal allowance by £1 for every £2 of income above £100,000. TaxHalo's high-earner panel flags this clearly and shows the live impact on your estimate.
Does TaxHalo handle pension relief and salary sacrifice?
Yes. The tax efficiencies module lets you input pension contributions and salary sacrifice amounts. TaxHalo factors these into the calculation to show the effect on your net liability.
Can TaxHalo track dividend and interest income?
Yes. Personal income streams — employment, dividends, and savings interest — feed into the individual return estimate. Trend-based projections are available for dividend and interest income.
Simple, honest pricing.
Start free. Upgrade when you're ready. No hidden fees, no lock-in.
Free
£0 / month
Basic tracking and compliance — no card required.
- Record up to 150 income and expense transactions per 30-day period
- Track up to 15 business journeys per 30-day period
- Upload up to 25 receipts per calendar month
- Bank feeds are not included — import a CSV from your bank instead
- Live tax estimate based on real UK rates
- Deadline reminders and compliance to-do list
Essentials
£3.99 / month
Higher limits and HMRC filing for individuals getting started with self-assessment.
- Record up to 250 income and expense transactions per 30-day period
- Track up to 30 business journeys per 30-day period
- Upload up to 50 receipts per calendar month
- Connect up to 2 bank accounts
- File Self Assessment and quarterly MTD updates directly with HMRC
- See the tax-saving opportunities that apply to you
- 14-day free trial — no card required. When it ends you move back to Free and are not charged
Growth
£12.99 / month
Higher journey and receipt limits than Essentials, and no limit on bank connections — built for actively trading businesses.
- Record up to 2,500 income and expense transactions per 30-day period
- Track up to 400 business journeys per 30-day period
- Upload up to 250 receipts per calendar month
- Connect as many bank accounts as you need
- API and AI assistant access, business sharing, contractor tools and capital gains
- 14-day free trial — no card required. When it ends you move back to Free and are not charged
Growth Duo
£9.99 / month per person
Everything in Growth, for you and your partner — joint tax planning across two linked accounts.
- Two separate accounts and returns, linked by consent — £9.99 each (£19.98 a couple)
- Plan both incomes around household thresholds, like the £100,000 childcare cliff
- Unlink at any time — you each keep all of your own records
Pro
Let’s talk
Full-service support via trusted advisers.
- Everything in Growth
- Matched to a vetted UK tax adviser
- Adviser reviews your records and handles HMRC correspondence
Every plan includes CSV import of up to 500 transactions at a time, receipt uploads, mileage tracking, rental property records, spending insights, recurring payment detection, reports and exports.
Prices include VAT where applicable. Paid plans are billed monthly in advance, and you can cancel at any time from your account.
Ready to stop second-guessing your tax?
Start free, see your position clearly, and upgrade only when the automation pays for itself.
Begin with guided setup, live estimates, and deadline tracking. Move up to bank feeds, receipt capture, and direct HMRC filing when you want less admin and more certainty.
- No card required to start
- Built for UK self-assessment and MTD workflows
- Clear next steps before you ever hit submit
Built to earn your trust.
You are sharing sensitive financial information. TaxHalo is designed from the ground up to keep your data safe and handle it responsibly. We will be completely upfront about what it can and cannot do.
- Guidance, not advice — clearly explained
- UK stored, encrypted data
- Full control over access
- Accessible by design